Quantum Financial Advisors Inc.

Quantum Financial Advisors Inc. (CRD# 113563) is a financial advisory firm headquartered in Rockville, MD. They manage $65,002,000 in 122 accounts and serve the financial needs of clients across 6 states (or territories).

Current Firm Details
51 Monroe Street, Plaza West 6, Rockville, MD 20850
http://www.qfainc.com
By the Numbers
  • Total Assets Under Management
    65
    MILLION
  • Total Number of Accounts
    122
    ACCOUNTS
  • Average Account Value
    $532,803
Compensation Options
  • A percentage of assets under your management
  • Hourly charges
  • Fixed fees (other than subscription fees)
Advisory Services Offered
  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses (other than small businesses) or institutional clients
  • Pension consulting services
  • Educational seminars/workshops
Types of Clients
Registered States
Advisors affiliated with a RIA are permitted to work with up to five clients in nearly-all states* without explicit registration. The map below shows states where this firm has explicit registration only.

DC, FL, MD, NJ, NV, VA

Financial Advisors at Quantum Financial Advisors Inc.
Showing 1 - 9 of 9 top financial advisors.
1
Carol Rose Flaum, financial advisor Pompano Beach FL
Carol Rose Flaum
CRD#: 2242075
Pompano Beach, FL
93
Wealthminder
score

Carol Rose Flaum (CRD# 2242075) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Pompano Beach, FL and has over 21 years of experience in the finance industry.

2
Howard Lodge, financial advisor Rockville MD
Howard R. Lodge
CRD#: 1420474
51 Monroe Street, Plaza West 6, Rockville, MD 20850
93
Wealthminder
score

Howard Lodge (CRD# 1420474) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 23 years of experience in the finance industry.

3
Andrew Martin, financial advisor Las Vegas NV
Andrew B. Martin
CRD#: 4484517
Las Vegas, NV
93
Wealthminder
score

Andrew Martin (CRD# 4484517) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Las Vegas, NV and has over 15 years of experience in the finance industry.

4
Elliot Noma, financial advisor Metuchen NJ
Elliot Noma
CRD#: 2086850
Metuchen, NJ
93
Wealthminder
score

Elliot Noma (CRD# 2086850) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Metuchen, NJ and has over 26 years of experience in the finance industry.

5
Steven Nunez, financial advisor Rockville MD
Steven Nunez
CRD#: 6431170
51 Monroe Street, Plaza West 6, Rockville, MD 20850
89
Wealthminder
score

Steven Nunez (CRD# 6431170) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 3 years of experience in the finance industry.

6
Joseph Schmelzle, financial advisor Rockville MD
Joseph J. Schmelzle
CRD#: 6591250
51 Monroe Street, Plaza West 6, Rockville, MD 20850
88
Wealthminder
score

Joseph Schmelzle (CRD# 6591250) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 2 years of experience in the finance industry.

7
Dingxun Shao, financial advisor Rockville MD
Dingxun Shao
CRD#: 6379630
51 Monroe Street, Plaza West 6, Rockville, MD 20850
88
Wealthminder
score

Dingxun Shao (CRD# 6379630) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 2 years of experience in the finance industry.

8
Joseph Rinaldi, Iii, financial advisor Rockville MD
Joseph F. Rinaldi, Iii
CRD#: 1012144
51 Monroe Street, Plaza West 6, Rockville, MD 20850
78
Wealthminder
score
Joseph Rinaldi, Iii (CRD# 1012144) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Rockville, MD and has over 21 years of experience in the finance industry.
9
John McDonald, financial advisor Pensacola FL
John McDonald
CRD#: 2142519
Pensacola, FL
68
Wealthminder
score

John McDonald (CRD# 2142519) is an Investment Advisor Representative working at Quantum Financial Advisors Inc. in Pensacola, FL and has over 6 years of experience in the finance industry.

Our primary data source is public filings of Form ADV as published by the Securities and Exchange Commission (SEC) and made available in accordance with the Freedom of Information Act (FOIA). Supplementary information may be provided by listed advisors or their representatives.

Because many firms provide a variety of products or services, an individual may or may not be registered to operate under all services provided by the firm.

Do not rely solely on the information on this page. The information may be inaccurate, incomplete or outdated. For the most accurate and up-to-date information, please search for the firm or individual on the SEC site at http://www.adviserinfo.sec.gov/IAPD/Content/Search/iapd_Search.aspx

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